JPMorgan Client Support - Associate 

India, Karnataka, Bengaluru 

624620627

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm.

Job responsibilities

This India team would play a support role to the Private Bank Advisors and their Analysts, operate as an extension of the global team and be responsible to help on several aspects of servicing their clients across sales life cycle

1. Prospecting : Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting
2. Preparing presentations and materials for prospective client meetings (background research, other client connections, latest news, establish source of wealth, identify news/ politically exposed persons)
3. Supporting the Client Onboarding process in partnership with Client Advisor/Banker and onshore analyst by liaising with middle office/Ops and other relevant groups – assisting in account opening documentation/review
4. Preparing Pitchbooks and other marketing materials for client meeting including Goals Based Planning, Investment Proposals, Consolidated Asset Reports, Client Performance Reviews of Investments with insights and Portfolio Optimization/Rebalancing

Client Engagement and Deepening

1. Support Client Advisors to develop and maintain strong relationships with high-net-worth clients, understanding their financial goals, preferences, and risk tolerance.
2. Be a catalyst for Client Advisors by proactively monitoring clients' portfolios and financial flows, staying abreast of market trends, regulatory changes, and economic developments that may impact their wealth management strategies.
3. Support Client Advisors by attending PB Morning Meetings and reviewing client portfolios to assess progress towards goals, adjust investment strategies, and recommend changes as needed.
4. Stay informed about competitive offerings and industry trends in private banking and wealth management, leveraging market insights to enhance client service and drive business growth.

Perform a role of Advisor to Client Advisors by identifying opportunities to deepen client relationships and expand the breadth of services provided, including cross-selling additional products and services. Be a player-coach.

Required qualifications, capabilities, and skills

• MBA/CFA/FRM/CFP or an equivalent professional degree with 7 - 10 years of experience
• Broad experience in Financial/Banking Industry and excellent understanding of the investment life cycle, products and asset classes
• Experienced people manager adapt at working in matrix organization and managing dynamic high performance teams
• Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management

Preferred qualifications, capabilities, and skills

• Proficiency (Spoken and written)in any of the following language: Mandarin, Spanish, French, Portuguese, Hebrew, German, Russian, Italian, Taiwanese, Hungarian
• Proactive, self-motivated and solution oriented approach, project management skills would be useful
• Knowledge of BI Tools to lead business/process simplification initiatives would useful